목차
Executive Summary IV
1. Introduction 1
2. Battery chemistries and critical raw materials 3
2.1. The battery production landscape in 2025 3
2.2. Critical raw materials in NMC, LFP and SIB batteries 6
3. Methodology 10
3.1. Assessing material vulnerabilities for battery chemistries 2025-2030 10
3.2. Outlook post-2030 12
4. Geopolitical risks to the EU battery industry 13
4.1. Critical raw materials & battery chemistries 2025-2030 13
4.2. Outlook for battery minerals and manufacturing post-2030 17
5. Conclusion and recommendations 21
Annex 1. EU Strategic Projects on Battery Materials 23
